688 Mutual Fund Jobs - Page 12

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and NISM 8 is mandatory Kindly reply with an updated CV at apex.tithee@gmail.com i f you are interested in the mentioned Job Role, you can call also on 7991538421.

Job Description Mandatory Skills Demat, Mutual fund, PMS, Insurance, Equity dealer HNI Client ,NISM VIII(Mandatory),Terminal Operator Delhi,Gurgaon,Mumbai,Kolkata,Hyderabad,Bangalore, Indore,Pune Exp- 2-5yrs Show more Show less

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1 ) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Grdaution is mandatory ...

Role & responsibilities Data entry - update client portfolio on a monthly basis as per agreed timeline and quality standards. Reconciliation on a monthly basis. Generate final and accurate month end statements after reconciliation portfolio with Mutual Fund/CAS/Demat Statement or data received from client within set timeframes. Check scheme & benchmark returns in the report. Identify gaps in statements, data received and liaise with Service team or Relationship Manager to gather desired information for timely deliverables and closure of portfolio. Respond to queries or data requirements raised by stakeholders within the agreed defined guidelines and timeframe. Liaise with Listed & Unlisted t...

Your job responsibilities will include handling DP/client account reconciliation, addressing NSDL queries and audits, conducting KYC checks, and identifying key documents. Additionally, you will need to have a thorough understanding of Anti Money Laundering (AML) regulations and DP knowledge (NSDL and CDSL). Familiarity with NSDL and CDSL regulations is essential, along with managing account opening processes and daily trade settlements and reconciliations with exchanges. You will also work on Brokerage rate structures, transaction feeds, Excel data analysis, STR (Suspicious Transaction Reports), and transactions reported to SEBI based on KYC criteria. Core Competencies: - Service Orientatio...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

Career Opportunities Position Assistant Manager / Deputy Manager CTC Range 2.20 to 3.80 LPA Department Direct Sales Force - Loyalty Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

The investment associate will provide support to the team's onshore analysts, focused on equity and fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. You will primarily be responsible for providing ongoing investment due diligence for various products. Your core functions will include supporting and assisting the due diligence process, which typically involves documentation review and conference calls with investment managers, analyzing managers in relation to their investment process, portfolio construction, and risk management capabilities, assessing managers" historical return profile based on their performance history and attribution, preparing writt...

The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase, thereby establishing new accounts for their employer. The candidate should have a good understanding of the financial products offered by the company and possess knowledge of Mutual Funds, SIP, and the basics of the Financial Market. Strong communication skills are essential for this role. Key Responsibilities include understanding and promoting the financial products of the company, selling the products to customers, and engaging in activities r...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and prov...

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience...

Responsibilities Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria Work with clients to deliver risk management strategies that fit their risk profiles Report the progress of monthly/quarterly initiatives to stakeholders Maintain bookkeeping systems, database and records Monitor insurance claims to ensure mutual satisfaction Achieve customer acquisition and re...

LAKSHMISHREE INVESTMENT & SECRUTIES LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring...

1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party P...

As an Operations Executive, you will play a crucial role in overseeing and managing day-to-day operational activities related to investment transactions. Your responsibilities will include managing the back-office activities of the Mutual Fund Distributor, handling documents for various investment products such as mutual funds, and other financial products. Additionally, you will be responsible for creating profiles of investors, punching timely online transactions, and ensuring accurate data management for portfolios along with daily database maintenance. To excel in this role, you should be quick in learning new systems and possess a basic understanding of financial investments. The ideal ...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...

Position Title: Product Specialist -CEC Grade:-Deputy Manager / Manager Department: Customer Engagement Desired Work Experience-4-7 years- Banking/Financial/Broking Critical Skills Required Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products Competencies required 1. Expert in articulating and communicating effectively 2. Problem solving 3. Result oriented 4. Influencing 5. Customer management and objection handling 6. Research oriented 1) Responsible for Concept Selling across the region 2) Responsible for Product Level ta...

Position Title: Product Specialist -CEC Grade:-Deputy Manager / Manager Department: Customer Engagement Desired Work Experience-4-7 years- Banking/Financial/Broking Critical Skills Required Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products Competencies required 1. Expert in articulating and communicating effectively 2. Problem solving 3. Result oriented 4. Influencing 5. Customer management and objection handling 6. Research oriented 1) Responsible for Concept Selling across the region 2) Responsible for Product Level ta...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com